Inflation Protection

Real Estate & Inflation: How to Make Sure You’re Fully Protected

Investing in multi-family real estate can produce reliable, tax-advantaged, passive cash flow, and it can also provide an effective hedge against inflation. This is because shorter term apartment leases allow for more frequent rent increases in response to increased costs. But not all multi-family real estate behaves uniformly, and some properties may be better inflation…

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Should I Invest in Real Estate Directly or Through REITs and REIT ETFs?

November 29, 2022

Many financial advisors and RIAs adhere to the asset allocation model pioneered by David Swensen, who managed the Yale endowment. During Swensen’s hugely successful tenure at Yale, he emphasized diversification into non-correlated assets and a long-term, low-fee approach to investing.  Swensen invested directly into private real estate because he believed these were the only investments…

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How to Evaluate & Manage Real Estate Investment Risk

Risk is the foundation of economic progress. If you avoid risk, you will inevitably miss economic opportunities. The key to taking risk with any investment is the ability to identify, control, and manage your risk, especially as it relates to anticipated returns. So how can you identify, control, and manage your risk with real estate investments when the market is constantly changing?

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